+39.1%
IWM vs MPWR
+153.3%
-114.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.1% |
| 7D | +0.1% | -2.6% | +2.7% | +0.7% |
| 30D | -1.3% | -9.0% | +7.8% | +1.0% |
| 3M | +1.6% | -25.8% | +27.4% | +8.3% |
| 6M | +13.6% | +11.8% | +1.8% | +7.7% |
| YTD | +20.8% | +35.5% | -14.8% | +8.3% |
| 1Y | +26.4% | +45.3% | -18.9% | +10.6% |
| 3Y | +60.7% | +138.5% | -77.8% | +12.9% |
| All | +39.1% | +153.3% | -114.1% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MPWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling